Shelton Capital Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.7M | Sell |
73,680
-3,744
| -5% | -$853K | 0.32% | 76 |
|
|
2025
Q4 | $16.8M | Sell |
77,424
-1,367
| -2% | -$281K | 0.33% | 75 |
|
|
2025
Q3 | $17M | Buy |
78,791
+1,149
| +1% | +$259K | 0.36% | 64 |
|
|
2025
Q2 | $16.3M | Sell |
77,642
-63,171
| -45% | -$11.9M | 0.37% | 61 |
|
|
2025
Q1 | $24M | Buy |
140,813
+62,741
| +80% | +$10.9M | 0.57% | 38 |
|
|
2024
Q4 | $13.8M | Sell |
78,072
-7,047
| -8% | -$1.11M | 0.34% | 63 |
|
|
2024
Q3 | $12.9M | Sell |
85,119
-22,510
| -21% | -$3.86M | 0.33% | 70 |
|
|
2024
Q2 | $19.6M | Buy |
107,629
+890
| +0.8% | +$159K | 0.54% | 34 |
|
|
2024
Q1 | $20.6M | Sell |
106,739
-3,668
| -3% | -$754K | 0.59% | 32 |
|
|
2023
Q4 | $28.8M | Buy |
110,407
+28,699
| +35% | +$6.14M | 0.92% | 21 |
|
|
2023
Q3 | $15.7M | Buy |
81,708
+56,736
| +227% | +$12.4M | 0.58% | 32 |
|
|
2023
Q2 | $5.27M | Buy |
24,972
+5,106
| +26% | +$1.06M | 0.19% | 119 |
|
|
2023
Q1 | $4.22M | Sell |
19,866
-12,134
| -38% | -$2.52M | 0.18% | 126 |
|
|
2022
Q4 | $6.1M | Sell |
32,000
-10,146
| -24% | -$1.66M | 0.64% | 31 |
|
|
2022
Q3 | $5.1M | Buy |
42,146
+20,300
| +93% | +$3.11M | 0.24% | 100 |
|
|
2022
Q2 | $2.99M | Buy |
21,846
+300
| +1% | +$44.3K | 0.13% | 167 |
|
|
2022
Q1 | $4.13M | Sell |
21,546
-100
| -0.5% | -$20.1K | 0.15% | 151 |
|
|
2021
Q4 | $4.36M | Buy |
21,646
+4,700
| +28% | +$993K | 0.16% | 150 |
|
|
2021
Q3 | $3.73M | Buy |
16,946
+662
| +4% | +$148K | 0.15% | 160 |
|
|
2021
Q2 | $3.9M | Buy |
16,284
+4,100
| +34% | +$991K | 0.15% | 151 |
|
|
2021
Q1 | $3.1M | Buy |
12,184
+5,800
| +91% | +$1.29M | 0.11% | 182 |
|
|
2020
Q4 | $1.37M | Sell |
6,384
-611
| -9% | -$117K | 0.06% | 237 |
|
|
2020
Q3 | $1.16M | Buy |
6,995
+200
| +3% | +$34.1K | 0.05% | 329 |
|
|
2020
Q2 | $1.25M | Buy |
6,795
+1,811
| +36% | +$278K | 0.07% | 232 |
|
|
2020
Q1 | $743K | Sell |
4,984
-2,800
| -36% | -$766K | 0.06% | 244 |
|
|
2019
Q4 | $2.54M | Sell |
7,784
-339
| -4% | -$120K | 0.14% | 140 |
|
|
2019
Q3 | $3.09M | Hold |
8,123
| – | – | 0.19% | 104 |
|
|
2019
Q2 | $2.96M | Buy |
8,123
+4,165
| +105% | +$1.52M | 0.17% | 120 |
|
|
2019
Q1 | $10.4K | Sell |
3,958
-9,418
| -70% | -$3.63M | 0.04% | 387 |
|
|
2018
Q4 | $4.31M | Hold |
13,376
| – | – | 0.3% | 75 |
|
|
2018
Q3 | $4.97M | Sell |
13,376
-25
| -0.2% | -$8.78K | 0.29% | 79 |
|
|
2018
Q2 | $4.5M | Sell |
13,401
-4,774
| -26% | -$1.64M | 0.28% | 81 |
|
|
2018
Q1 | $5.96M | Sell |
18,175
-2,083
| -10% | -$704K | 0.39% | 58 |
|
|
2017
Q4 | $5.97M | Sell |
20,258
-17
| -0.1% | -$4.6K | 0.39% | 56 |
|
|
2017
Q3 | $5.15M | Sell |
20,275
-200
| -1% | -$46.6K | 0.35% | 63 |
|
|
2017
Q2 | $4.05M | Sell |
20,475
-271
| -1% | -$50.5K | 0.29% | 78 |
|
|
2017
Q1 | $3.67M | Sell |
20,746
-1,861
| -8% | -$317K | 0.28% | 77 |
|
|
2016
Q4 | $3.52M | Sell |
22,607
-7,955
| -26% | -$1.16M | 0.28% | 76 |
|
|
2016
Q3 | $4.03M | Sell |
30,562
-88
| -0.3% | -$11.6K | 0.34% | 54 |
|
|
2016
Q2 | $3.98M | Sell |
30,650
-880
| -3% | -$115K | 0.36% | 56 |
|
|
2016
Q1 | $4M | Sell |
31,530
-400
| -1% | -$49.6K | 0.37% | 53 |
|
|
2015
Q4 | $4.62M | Buy |
31,930
+6,050
| +23% | +$871K | 0.46% | 44 |
|
|
2015
Q3 | $3.39M | Sell |
25,880
-1,100
| -4% | -$153K | 0.38% | 53 |
|
|
2015
Q2 | $3.74M | Sell |
26,980
-400
| -1% | -$58.3K | 0.4% | 51 |
|
|
2015
Q1 | $4.11M | Sell |
27,380
-4,400
| -14% | -$641K | 0.45% | 40 |
|
|
2014
Q4 | $4.13M | Buy |
31,780
+8,402
| +36% | +$1.07M | 0.48% | 37 |
|
|
2014
Q3 | $2.98M | Buy |
23,378
+200
| +0.9% | +$25.2K | 0.4% | 55 |
|
|
2014
Q2 | $2.95M | Hold |
23,178
| – | – | 0.41% | 53 |
|
|
2014
Q1 | $2.91M | Buy |
23,178
+1,000
| +5% | +$130K | 0.43% | 52 |
|
|
2013
Q4 | $3.03M | Hold |
22,178
| – | – | 0.46% | 46 |
|
|
2013
Q3 | $2.61M | Buy |
22,178
+200
| +0.9% | +$21.5K | 0.44% | 48 |
|
|
2013
Q2 | $2.25M | Buy |
+21,978
| New | +$2.09M | 0.41% | 53 |
|
Other funds holding BA
VCM
VPM
